Intel has reportedly resolved all yield issues it experienced with its 18A node over the past few months. According to the sell-side equity research firm BlueFin Research Partners, Intel has fixed these yield issues, making the high-volume production of its latest node sustainable from both a manufacturing yield and economic standpoint. Readers may recall that late last year, Intel confirmed that 18A yields were improving by about 7% per month over several months. This trend continued into the launch of the first 18A product, codenamed "Panther Lake," up until today, when the yield issues have reportedly been resolved. For a mature node, this usually means defect rates of D0=0.1 or D0=0.2, and it is likely that Intel has now achieved the lower end of that spectrum with the node advancements and months of 18A high-volume production.
Regarding manufacturing capacity, the report notes that Intel's 18A is produced at two sites: Fab 52 in Phoenix, Arizona, and another in Hillsboro, Oregon. These fabs currently produce about 30,000 wafers per month with the 18A printing. This capacity is currently sufficient for Intel's internal production, such as the "Panther Lake" processors, but additional capacity will be needed for other internal products.